Kingswood Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Kingswood Wealth Advisors’s Portfolio HNDL Stock Details HNDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,475	Closed	-$221K	–	764
2025 Q1	$221K	Sell	10,475 -12,135	-54%	-$260K	0.02%	651
2024 Q4	$482K	Buy	22,610 +11,510	+104%	+$252K	0.04%	451
2024 Q3	$247K	Sell	11,100 -4,500	-29%	-$97.4K	0.02%	623
2024 Q2	$329K	Sell	15,600 -2,800	-15%	-$58K	0.03%	492
2024 Q1	$390K	Sell	18,400 -200	-1%	-$4.16K	0.05%	411
2023 Q4	$385K	Buy	+18,600	New	+$363K	0.04%	405
2023 Q3	–	Sell	-18,600	Closed	-$378K	–	458
2023 Q2	$378K	Buy	+18,600	New	+$374K	0.12%	168

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Kingswood Wealth Advisors's HNDL Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2025, closing a stake of 10,475 shares — an estimated $221K sold.

Kingswood Wealth Advisors first reported a position in HNDL in Q2 2023 and held it in 7 quarters. The position peaked at $482K in Q4 2024. 97 funds tracked by Wall St. Rank hold HNDL as of Q2 2025.

Kingswood Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 10,475 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2025, an estimated $221K.
Kingswood Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2023 and held it in 7 quarters.
Kingswood Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $482K in Q4 2024.
97 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.